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Morey & Quinn Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Morey & Quinn Wealth Partners’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
1,255
+247
+25% +$56.7K 0.19% 112
2026
Q1 		$217K Buy
+1,008
New +$225K 0.15% 126

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morey & Quinn Wealth Partners's VIG Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q2 2026, buying an estimated $56.7K and bringing the position to 1,255 shares worth $297K. The position accounts for 0.19% of the portfolio, ranked #112.

Morey & Quinn Wealth Partners first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Morey & Quinn Wealth Partners held 1,255 shares of Vanguard Dividend Appreciation ETF worth $297K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 247 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $56.7K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Morey & Quinn Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.